I am the firm hand that guides the team. My career in the financial industry began uniquely in that I studied law at university both passing the bar and obtaining my credentials as a notary. From there I began Master-levels studies. It was during that time that I began to look to the future and re-evaluate my career path. I have two enduring passions: a desire to constantly be working in an open environment where study and growth are encouraged and to work closely with people. The course of my career changed when I realized that I would better fulfill my desire for building relationships of substance outside of practicing law.
I joined BMO Nesbitt Burns in 1993 and to date have had one mandate: to provide my clients with the best possible solutions to their financial needs. It is a large mandate and one I take very seriously and do with great pleasure. But as important as my work is to me, I firmly believe in a life that is balanced. I strive for that balance by taking part in charitable events, being involved in my community, participating in sports, and enjoying my life with friends and family. A balance life makes a more happy and successful person, one able to give his or her best to everyone.
Jean Richard, TEP
Sr Manager HNW Consulting, Enterprise Wealth Planning
Jean obtained a Licentiate of Laws (LL.L.) from the Université de Montréal in 1980 and was admitted to the Quebec Bar in 1981. He then followed a course in income tax given by the Canadian Institute of Chartered Accountants (CICA) in 1989. Jean also holds a diploma in financial planning from the Institut québécois de planification financière (IQPF), as well as the title of practitioner conferred by the Society of Trust and Estate Practitioners (STEP). He completed his education with a Master of International Taxation (M.Int. Tax) from the University of New South Wales (UNSW) in Australia as well as a Master of International Taxation and Financial Services from the Thomas Jefferson School of Law (San Diego, California) where he graduated Summa cum laude.
In his capacity, he provides support and advice to our Canadian and US clients on complex issues of taxation, estate and financial planning and business succession.